Using Leverage to Strategically Grow Your Wealth
Not all debt is created equal. Leverage can warm your house or burn it down. Used strategically, it can help you control more assets with less of your money. In this episode, we work through productiv...
26 Kesä 202517min
Guest Episode | Paul Reimer on the Habits and Disciplines of a Successful DIY Investor
We welcomed Paul Reimer back onto the podcast for a discussion on his personal principles he uses to manage his own investments. As a multi-decade DIY investor, Paul has incredible wisdom and clarity ...
12 Kesä 202533min
Guest Episode | Paul Reimer on US Tech Stocks and the AI Boom, Contextualizing Current Valuations
We welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and exp...
29 Touko 202543min
Productive Tax Planning in an Uncertain Environment
How do you make an efficient plan for near term and long term taxes in an uncertain legislative environment? 2025 has several uncertainties around what taxes will look like as we peer into 2026. Join ...
15 Touko 202519min
Market Volatility: Productive Mindsets + Strategies to Reduce Fear and Effectively Invest
It's April 7, 2025, and the market has corrected downward significantly in the last several weeks and particularly in the last several business days. As an investor with a portion of your net worth pl...
7 Huhti 202516min
Defining Professional Investment Management and How to Get the Most Value from it
We hear a lot of questions and opinions about investment management. In this episode we break down different definitions of investment management, run those services through our "value vs. price" filt...
20 Maalis 202524min
Pros and Cons of Rolling Over Retirement Funds to an IRA / Roth IRA
To rollover or not to rollover... It shouldn't be a surprise by now to learn that the answer depends on your individual circumstances. We peel back the advantages and disadvantages of aggregating reti...
13 Maalis 202536min
Guest Episode | Ryan Ash on Preparing your Business for a Successful Exit
Good exit planning is good business planning. Regardless of where you find yourself in the lifecycle of your business, there are insights from this conversation that you can apply to your business str...
27 Helmi 202551min
